Key Performance Indicators (KPIs) in Power Pivot. Create a KPIIn Data View, click the table that has the measure that will serve as the Base measure. If you have not already created a base measure, see Create a measure. Make sure the Calculation Area is displayed.
If it is not showing, in Power Pivot, click Home> Calculation Area. The Calculation Area appears beneath the table in which you are currently in. In the Calculation Area, right- click the calculated field that will serve as the base measure (value), and then click Create KPI. In Define target value, select from one of the following: Select Measure, and then select a target measure in the box. Note: If there are no fields in the box, there are no calculated fields in the model.
You need to create a measure. Select Absolute value, and then type a numerical value. In Define status thresholds, click and slide the low and high threshold values. In Select icon style, click an image type.
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Click Descriptions, and then type descriptions for KPI, Value, Status, and Target. Edit a KPIIn the Calculation Area, right- click the measure that serves as the base measure (value) of the KPI, and then click Edit KPI Settings. Delete a KPIIn the Calculation Area, right- click the measure that serves as the base measure (value) of the KPI, and then click Delete KPI. Deleting a KPI does not delete the base measure or target measure (if one was defined).
More about KPIs. In business terminology, a KPI is a quantifiable measurement for gauging business objectives. For example, the sales department of an organization might use a KPI to measure monthly gross profit against projected gross profit. The accounting department might measure monthly expenditures against revenue to evaluate costs, and a human resources department might measure quarterly employee turnover. Each is an example of a KPI.
Business professionals frequently use KPIs that are grouped together in a business scorecard to obtain a quick and accurate historical summary of business success or to identify trends. A KPI includes: Base value. A Base value is defined by a calculated field that resolves to a value. This value, for example, can be created as an aggregate of sales or created to define profit for a given period.
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Target value. A Target value is defined by a calculated field that resolves to a value, or by an absolute value. For example, a calculated field could be used as a target value where the business managers of an organization want to compare how the sales department is tracking toward a given quota, where the budget calculated field would represent the target value. An example where an absolute value would be used as a target value could be where the HR manager would like to evaluate each employee’s number of sick- leave days compared to the average, where the average number of sick- leave days represents the absolute value. Status thresholds.
A Status threshold is defined by the range between a low and high threshold. The Status threshold displays with a graphic to help users easily determine the status of the Base value compared to the Target value. Example. The sales manager at Adventure Works wants to create a Pivot. Table she can use to quickly display whether or not sales employees are meeting their sales quota for a given period (year). For each sales employee, she wants the Pivot. Table to display the actual sales amount in dollars, the sales quota amount in dollars, and a simple graphic display showing the status of whether or not each sales employee is below, at, or above their sales quota.
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She wants to be able to slice the data by year. To do this, the sales manager chooses to add a Sales KPI to the Adventure.
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Works workbook. The sales manager will then create a Pivot. Table with the fields (calculated fields and KPI) and slicers to analyze whether or not the sales force is meeting their quotas. In Power Pivot, a calculated field on the Sales. Amount column in the Fact.
Reseller. Sales table, which gives the actual sales amount in dollars for each sales employee is created. This calculated field will define the Base value of the KPI. The sales manager can select a column and click Auto. Sum on the Home tab or type a formula in the formula bar.
The Sales calculated field is created with the following formula: Sales: =Sum(Fact. Reseller. Sales. The values in this column will serve as the Target calculated field (value) in the KPI. The Sales. Amount. Quota calculated field is created with the following formula: Target Sales. Amount. Quota: =Sum(Fact. Sales. Quota. This relationship is necessary so that each sales employee in the Dim.
Employee table is represented in the Fact. Sales. Quota table. Now that calculated fields have been created to serve as the Base value and Target value of the KPI, the Sales calculated field is extended to a new Sales KPI. In the Sales KPI, the Target Sales. Amount. Quota calculated field is defined as the Target value. The Status threshold is defined as a range by percentage, the target of which is 1.
Sales calculated field met the quota amount defined in the Target Sales. Amount. Quota calculated field. Low and High percentages are defined on the status bar, and a graphic type is selected. Key Performance Indicators in Power Pivot.
The sales manager can now create a Pivot. Table adding the KPI’s Base value, Target value, and Status to the Values field.
The Employees column is added to the Row. Label field, and the Calendar. Year column is added as a Slicer. The sales manager can now quickly view sales status for the sales dept., slice by year the actual sales amount, sales quota amount, and status for each sales employee. She can analyze sales trends over years to determine whether or not she needs to adjust the sales quota for a sales employee.
Templates - kpi. com. Here You can find information how to creating sales quote and invoices, select a client to send a quote or an invoice, relate your quotes, invoices, PO’s etc. Also here You can review and download invoice templates.